Honest feedback on your sales and setup experience
When I first looked at the sales process, you were clear about the subscription plans and what each included. The initial setup was partly straightforward with software installations and basic training, but I found some parts to need repeated follow-ups or manual adjustments. The training helped me understand how to use the calling tools and database, though I felt some of the onboarding steps would be one-time tasks while others seemed to require ongoing attention. For example, updating contact details in the database felt like a continuous job I would have to manage personally, while dialer setup was more of a one-time deal. I was expecting the software to automate more of the recurring workflows, but even with updates rolling automatically, I still had to stay hands-on for some process tweaks. The payment and invoicing experience was smooth at least, which I appreciated. Overall, I’d say it was a mix of efficient features and some manual effort on my end. I'd say you do well in clarifying which parts are ongoing responsibilities and which happen once, as this makes planning easier from the start.